Layout

CAM’s Layout feature provides the ability to customize the Forms, Grids, and Headers within CAM with metadata specfic to the CAM tenant. 

Forms

Creating multiple forms of the same type supports role-based access. When a user has access to multiple forms, a selection list will be displayed in the upper right corner of the form feature, allowing them to select the appropriate form for their specific task.

1. Click this tab to configure the form layout for Matter Profile and the bulk profile update form for Workspace - Analytics, Folder- Analytics, Document-Analytics, and more.

2. Click the Add Form button in the top right corner

3. In the Add Form window, add information in the provided fields, based on the table below, then click Save.

Column Name	Description

Column Name	Description
Form Name	Enter a name for the form. This name is displayed in the Forms layout tab.
Form Type	Select the form type. Based on the type selected here the form will be available for selection in the Analytics tab when executing a query against Document, Folder, or Workspace.
Where to be displayed?	Select where the form will be displayed. These forms can be displayed on the Matters, Analytics, Generate-Template wizard, Documents or Workspace tab.
Metadata	Click Add New to add metadata. Read here for detailed instructions to add metadata.
Access	Allows you to add users/groups that can access the form created here. Click Add New to add the access details. User/Group - Select if the permission is to be assigned to a user or group. Select a User/Group - Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab. Role - Set permission based on CAM Roles. Common CAM roles are Admin, Editor, and Watcher. Expiration Date - Specify the expiry date of access to the user/ group.
Edit Forms	In the Forms Tab, click the Edit button in the far right column. The following Edit Form window is displayed - Open Form Name - Display the form name to be updated Entity Type - Select entity type from the list Where to be displayed? - Select the value from the list Displays the list of the layout results Edit - Allows user to update the result value Click Update to save the changes and click Cancel to close the dialog Delete - Allows user to remove the form. 1.Click Delete - The following dialog box displays - Open Click Yes to remove the form or click No to close the dialog

The following types of forms can be displayed on a per-user basis in the User interface of CAM:

• Document-Analytics.  Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.

• Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.

• Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.

• Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.

• Matter Profile.  Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.

• Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.

• Edit Name-Profile. Configure forms of this type with the metadata users will be allowed to update on document, folder, and workspace profiles. Users access configured forms from within the CAM Commands feature in iManage.

• Link to Workspace.  Configure this search form to find and link existing workspaces to CAM, then access a configured Link to Workspace form from the Jobs tab.

Out of the box Forms

The following forms will be automatically loaded upon tenant creation.

• Document-Analytics.  Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.

• Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.

• Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.

• Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.

• Matter Profile.  Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.

• Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.

It is important to review the configuration of out-of-the-box forms. The forms come with preconfigured metadata that must be adjusted for the specific workflow and CAM tenant. For example, in a CAM tenant without the Analytics module, the metadata Lookup Type for Service Desk forms must be set to External to enable search functionality through the API. In CAM tenants with the Analytics module, the metadata Lookup Type for these forms should be Internal.

Configuring the Document Number size

The Document number is now customizable in the Service Desk to expand its character limitation. By default, the character type is a string, with a limit of 17,500.

To modify this further:

1. Go to Administration -> Layout Configuration

2. Add/Edit a form layout

3. Check the 'Where to be displayed' section.

4. If the 'Where to be displayed' Section is either 'Document - Search' or 'Workspace - Search' you will have a new Type when you add or edit a metadata field - 'Text Area'.

5. Change the fields you want to support a large number of character input to 'Text Area'.

6. To test, Go to the Documents/Workspace tab.

7. The fields with the type of 'Text Area' should be displayed the same way as a simple String input (TextField).

Required Permissions